David J. Yvars Group’s UnitedHealth UNH Stock Holding History

David J. Yvars Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$338K	Buy	+922	New	+$371K	0.16%	62

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

David J. Yvars Group's UNH Position: Q3 2026 in Review

David J. Yvars Group opened a new position in UnitedHealth (UNH) in Q3 2026: 922 shares worth $338K. The stake represents 0.16% of the portfolio and ranks #62 among its holdings.

756 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

David J. Yvars Group held 922 shares of UnitedHealth worth $338K as of Q3 2026.
UnitedHealth was a new David J. Yvars Group position in Q3 2026.
UnitedHealth made up 0.16% of David J. Yvars Group's portfolio in Q3 2026, its #62 holding.
756 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.